Terry Chase



I have a lengthy and diverse background within the Financial Securities Industry. Throughout my career, I’ve held various successful roles, including Financial AdvisorBranch Manager, Firm Sales ManagerRegional President, and Divisional President.

My primary focus was on the Western United States for the majority of my career. During this time, my base of operations was mainly in Los Angeles. However, I recently served as the Southwest Regional President for Wells Fargo Advisors, with my headquarters in Dallas, Texas.

I’ve had associations with predecessor firms such as Wachovia Securities, First Union Securities, EVEREN Securities, and Kemper Securities.

Currently, I leverage my extensive industry experience and knowledge to help Financial Advisors better grasp, evaluate, and implement opportunities that can expedite their growth.

Outside of my professional life, my wife Lauren and I have a passion for traveling together and savoring outdoor activities.